General S-REITs Discussion Thread

light84

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The qn now is hold or sell.

Wrong question. It should be hold or buy more.

Double digit dividend yield
50% discount to book value

Dun panic and sell. Den it become buy high sell low.

If no balls, just stay calm and hold and collect dividend in the meantime
 

TehSi99

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Most diversified S-reit and healthy gearing ratio.

However current price not cheap liao.
Around 2.7-2.75 still Ok to add some imo.

This Reit used to be yo-yo up and down. Maybe I will offload some when it reach my breakeven price and buy back when price goes down.

Bought pre-covid and still in red.
 

f4ll3n

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anybody waiting/received Sasseur(CRPU) dividends? today is expected date for div payout right?
 

TehSi99

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anybody waiting/received Sasseur(CRPU) dividends? today is expected date for div payout right?

Don't kan cheong. Check again end of day.

Mine not received yet. Not going to lose an arm or leg by waiting till of day.

Boss watching. Working first more important.
 

light84

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Today the bottom is dropping out from KepOaks.
Seems U.S Reits are dying!
I dun understand why they are dropping like flies ..

Their loans are from mid-tier banks prone to collapse? If so, what's going to happen? If the bank financing the loan goes into receivership, it will simply be taken over by bridge bank arranged by FDIC?
 

light84

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What they have mentioned is already priced in for past 2 years;

US workers WFH rate is low: already priced in since covid recovery started

Interest rate: Already priced in start of last year when Fed start to increase rate. In fact in the latest FOMC meeting, the rate increase words is no longer there so we are near the peak of interest rate hike

Only recently, SVB and Signature bank crisis den the US reits drop again. I’m not sure why? Because market price in that it will be difficult to get refinancing?
 

f4ll3n

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Don't kan cheong. Check again end of day.

Mine not received yet. Not going to lose an arm or leg by waiting till of day.

Boss watching. Working first more important.
actually is just my HSBC side still uncredited =.= not sure what's the delay zz
 
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